Coupon Report

Coupon Report

Coupon Report Overview

The Coupon Report displays a list of store and manufacturer coupons that provide discounts on a specific product or purchase amount. These coupons are funded either by the retail store or the product manufacturer, and the store does not lose money when a customer uses one. 

Different types of filters can be configured, and the system will display specific transaction records only according to the selected filter options. The reports will be displayed and distributed in several fields with automatically calculated information.

Reaching the Coupon Report

To reach the Coupon Report, follow the below steps:
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Reports
  4. Step 4: Choose Sales Reports
  5. Step 5: Choose Coupon Report
See Figure A. You will see many types of sales reports that will be useful to your retail business. By clicking the "Choose Report" drop-down selection, you will see the different types of sales reports.


                                                                                                   Figure A
You will see the "Report Data is Empty" message initially. You need to select the date range to check the summarized sales data in the report.
                                                                                             Figure B

1. Generating the Coupon Report

When you navigate to the page, you will get the options pre-selected by default. You can generate the report in the selected date range.

                                                                                          Figure C
Coupon Type:
  1. Store Coupon: Choosing this option will display the list of store coupons and the related data in the coupon report.
  2. Manufacturer's Coupon: Choosing this option will display the list of manufacturer's coupons and the related data in the coupon report.
Fields:
  1. Date/Time: This column gives out the date and time of the coupon used at the store.
  2. Location: This is the column where the location of the store is mentioned.
  3. Receipt Number: This column displays the receipt number.
  4. Reg #: This is the register number used for the transaction with the gift coupon.
  5. Cashier Name: This column displays the name of the cashier working the shift at that time.
  6. # Coupon Taken: This column describes the number of coupons applied during the transaction.
  7. Coupon UPC: This is a unique number of gift coupons that will give you the discount offered either by the store or by the manufacturer.
  8. Product UPC: This column will display the product UPC, which is generally N/A for the coupon.
  9. Description: Since this product is a gift coupon, the column will not display the description.
  10. Coupon Value: This column gives the value of the coupon that is discounted on the total bill.
  11. Ejournal Hyperlink: This column displays the link to the detailed electronically-captured record of that particular transaction using that coupon. 

3. Date Range & Preset

You can filter your sales data in the report by selecting the date range as well as specific times.
By clicking the edit box, you will be taken to a tiny calendar where you can select a specific date range. You can also manually enter the date in mm/dd/yyyy format.
See Figure D and Figure E.

3.1 Start Date: 

                                                                                     Figure D
3.2 End Date: 

                                                                                          Figure E
3.3 Presets:
The Presets label is provided to select the specific duration/interval to generate the related coupon data for that time period.

                                                                                                Figure F

Group By:

Let's see how to check the coupon data by grouping it into locations or location groups.
See Figure G.

                                                                                        Figure G

You will see a "Group By Location" drop-down from which you can select either "Location" for grouping the coupon-related data. By default, "None" will be selected, which implies the report data will be displayed without any grouping.
  1. By Locations: If you select "Location," the data will be displayed in the grouping according to the locations (stores) individually. Once the location-specific report is generated, you can check the coupon-related data as per the locations.

                                                                                                     Figure H

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